Business Development Operations Associate
About The Position
As a Business Development Operations Associate, you'll support initiatives across the entire business development organization including coordinating outreach between channel leads, leadership, and cross-functional teams, running Salesforce/CRM operations end-to-end, producing the executive reporting leadership acts on directly, and owning partner-facing content and campaign copy. You'll also manage timelines and dependencies across partner initiatives and cross-functional builds. This is a newly shaped role, so you'll have a real hand in building the systems and processes the team runs on. This role is based out of our NYC office.
Requirements
- At least 2–3 years of professional experience in an operations, coordination, analyst, or client-facing support role.
- Hands-on CRM experience, Salesforce strongly preferred
- Strong written and verbal communication skills
- Advanced Excel/Google Sheets proficiency
- Demonstrated organizational rigor including calendar management, deadline tracking, or project coordination experience
- Comfortable operating with ambiguity
Nice To Haves
- Prior BD/partnerships exposure is a plus, not a prerequisite.
- Exposure to financial services, retirement plans (401k), RIA/broker-dealer, or benefits/insurance industries.
- Experience with contract or deal-tracking workflow tools (Zip or a similar CLM/procurement tool).
- Experience drafting marketing or partner-facing content
Responsibilities
- Serve as the operational hub for the business development team including managing the BD calendar, tracking team activity and priorities, and keeping leadership organized and informed.
- Support the Sr. Director by attending meetings, capturing detailed notes, and maintaining a centralized master record of decisions and follow-ups.
- Own Salesforce accuracy and day-to-day CRM operations, and keep core team content organized so key assets are instantly accessible.
- Build and maintain AI-assisted automations that connect Salesforce to reporting workflows, reducing manual effort in recurring analysis.
- Deliver the weekly dashboard brief and build the executive reporting deck.
- Track and evaluate team performance against pipeline targets, and help design the reporting and incentives that drive it.
- Run the Zip workflow for net-new partnership agreements, moving them through review and keeping stakeholders tagged and current.
- Conduct targeted market and company research to support active business development efforts.
- Prepare partner Quarterly Business Reviews: automate the data collection, layer in qualitative context, and help refine how we extract value from each partner relationship.
- Partner with Marketing to draft partner-facing and campaign materials including newsletters, event collateral, outreach copy.
Benefits
- medical, dental, and vision coverage
- life and AD&D insurance
- short- and long-term disability
- infertility support and WPATH-aligned transgender health benefits
- an Employee Assistance Program (EAP)
- transit benefits and FSA and HSA options
- Equity for all employees, including new hire and refresher grants.
- Flexible paid time off
- paid parental leave
- a fully paid four-week sabbatical in your sixth year.
- Company-paid professional coaching for all employees.
- Day-one 401(k) match plus matching on qualified student loan payments.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
